Legal- Preparation and drafting legal documents, including, but not limited to, (Motions, Petitions, Answers,
Discovery Requests and Responses, Deposition and other trial related notices, Subpoenas, Judgments,
Trial Requests, and Joint Pre- Trial Orders, Jury Issues and Instructions), legal research (including,
background checks, witness locating, asset discovery and other investigative duties), shepardizing cases,
client, attorney, court clerk and Judge communications and relations, Westlaw and Lexis Nexis research,
Trial Notebooks, Document production, deposition preparation, deposition excerpts and summaries, exhibits
preparation, trial preparation, Medical record summaries, incoming client screening.
Accounting- client billing, time tracking, computer business tax data preparation, new client file set up
and maintenance, office management within a completely computerized and networked office. AP/AR,
payroll (direct deposit and traditional), account reconciliation, bank account management, computer business
tax preparation, vendor relations manager, client billing, insurance billing, banking relations manager, credit
accounts, network system coordination and management, software installation, initial implementation,
troubleshooting and employee training, employee relations, public relations, insurance company relations,
set up and closing of client files, general office coordination of duties and responsibilities.
Office Management- overseeing complete office policies and procedures, employee training, complete
upgrade of all computer systems and network server to comply with year 2000, employee hiring and
termination, employee record management, accountant CLE compliance, accountant assistance, client
greeting, vacation scheduling file administration, inventory control, health benefits, and customer and vendor
service, computer and software and network and desktop maintenance.
Human Resources- Guidance and management over the human resource policies and programs for the
entire company to include recruiting and staffing; organizational and space planning; performance
management and improvement systems; organization development; employment and compliance to
regulatory concerns; employee orientation, development, and training; policy development and
documentation; employee relations; company-wide committee facilitation; company employee and
community communication; compensation and benefits administration; employee safety, welfare, wellness
and health; charitable giving; and employee services and counseling.